6890 results found
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Disabling Multiline text
Option to remove or disabling Multiline text
1 vote -
automation flow to create and send a document on a designated cadence.
Use-case: automatically create and send a recurring monthly invoice as a document to the same person.
1 vote -
Change payer after sending document
Customer would like the option to be able to assign or change payer after the document has been sent
6 votes -
Delete document automation
Customer would like to have the ability to set the document to be deleted on a specific number of days
1 vote -
Integration capabilities with WhatsApp
Integration capabilities with WhatsApp
10 votes -
Send Customize email notification after document completion
Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.
11 votes -
1 vote
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Option for a Custom Role with no document editing feature to have option to add a Collaborator
Option for a Custom Role with no document editting feature have option to add a Collaborator
3 votes -
1 vote
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Catalog - CSV additional settings format
Ability to import a CSV file with comma format on Cost and Prices.
2 votes -
2 votes
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Button in Salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the rec
Button in salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the recipient.
1 vote -
Synergetic
Integration to Synergetic with PandaDoc
1 vote -
Navigate to previous/next product in catalog without returning to list.
Since recurring pricing cannot be set via catalog import from CSV, it would be helpful, when needing to update a mass of products, to be able to save and move right to the next product to sequentially move through the entire catalog rather than having to click the drop down to Save and Close, then find where you were in the list, then open the next item, make the changes to pricing frequency, and repeat.
1 vote -
Allow collaborator to delete content
Collaborator should be able to delete content even if they don't have standard license.
1 vote -
1 vote
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Send documents from PandaDoc Contacts: Automatically assign template role
The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.
1 vote -
Ability to tag a client within the saved message.
Ability to tag a client within the saved message.
2 votes -
2 votes
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1 vote
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